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2023 Spring SME Forum

April 18 @ 8:00 am - April 19 @ 5:00 pm


Registration now open through April 14- McCormick Ranch room block is available until March 27


This forum will be the last of the three part series we launched last year focusing on the inter-connectedness of the Distribution and Marketing organizations at asset management firms.  The closing theme for this topic in Scottsdale will center around  Rethinking Sales & Marketing Collaboration for Results.  By this we are focusing on how the balance between an increasingly interdependent sales and distribution relationship can (and more recently broadly proven) that both organizations must play a part in the entire client journey and lifecycle to help deliver the kinds of results that they are looking for.  While this is a broad perspective, it is designed to help direct our session development and guide our choices of main stage presentations and discussions.  You all are heavily involved in this shift of capabilities across these two areas and the implications it has on the operations and technologies necessary to support these new collaborations.  With the state of the market, budgets for programs will get scrutinized even more in the coming few years, so the conclusion to this series is focused on Rethinking Sales & Marketing Collaboration for Results.

  • Begins on Monday afternoon, April 17 and carries through the end of the day Wednesday, April 19
  • Forums are open to any employee of a member firm. There is also limited access for non-members (feel free to invite)
  • While we typically reserve two seats for each firm, this forum will not have those restrictions
  • Attendees are typically drawn from team leads to C-Suite leadership executives
  • Our topics focus on global Marketing, Sales/Distribution, Operations and Technology interests


Anyone that has been to one of our Forums knows the enduring value of attending SME in-person meetings, roundtables and conferences.  All are intimate affairs (limited to a total of 120 participants) that help you Learn, Connect, Grown and Solve your needs through peer to peer engagement and subject matter expertise.   Whether it is an Interactive Session, Client Showcase, Forum Workshop, a Member Social you will be able to engage with the session leaders, fellow participants, and the broader SME Forum community before, during, and after each session.  This proven approach is designed to help ensure you are getting the most out of the event and your continued membership with The Forum.  Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.

Still not sure?  Call us at +1-917-561-9553 or write to SMEForum@TheSMEForum.net for help thinking through who best to attend based on content, opportunity and what is happening at your firm.  Let’s get the right people to participate.


The McCormick Ranch

7505 E McCormick Pkwy, Scottsdale, AZ 85258



April 18 @ 8:00 am
April 19 @ 5:00 pm
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